See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,741 | $74,927+10.4% | $101,794-18.7% | $84,808-2.4% |
| Participation rate | 51.1% | 61.4%-10.3pp | 69.2%-18.1pp | 68.3%-17.2pp |
| Annual return | 11.68% | 18.70%-7.0pp | 30.53%-18.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,487 | $3,099+44.8% | $4,084+9.9% | $4,212+6.5% |
| Admin fee / account holder | $6,223 | $6,514-4.5% | $8,777-29.1% | $7,344-15.3% |